The switch
from tOPV to bOPV
Implementation guidelines
A handbook for national decision makers, programme
managers, logisticians, and consultants
Version date: 13 March 2016
Please note: This document is an update of a version released in August 2015.
The main changes in the March 2016 version concern the following new content:
 Guidance on the tOPV disposal strategy in section 3.4.4;
 Suggested steps on process monitoring in section 3.5; and
 Suggested steps and forms on validation provided in Annex 4.
0
Table of Contents
1
Introduction.............................................................................................................................. 4
1.1
1.2
1.3
2
Phase one: PLAN ....................................................................................................................... 9
2.1
2.2
2.3
2.4
3
Complete tOPV inventory and procurement plan ........................................................................ 13
Plan bOPV procurement and distribution .................................................................................... 15
Establish support mechanisms .................................................................................................... 16
Manage logistics ........................................................................................................................ 17
Monitoring of the switch ............................................................................................................ 22
Phase three: IMPLEMENT ........................................................................................................ 25
4.1
4.2
4.3
4.4
4.5
5
Establish a management structure ................................................................................................ 9
Establish national switch validation committee ........................................................................... 10
Conduct situation analysis .......................................................................................................... 10
Draft a national switch plan ........................................................................................................ 12
Phase two: PREPARE ............................................................................................................... 13
3.1
3.2
3.3
3.4
3.5
4
1.1 Background ............................................................................................................................ 4
Switch calendar ............................................................................................................................ 6
Overview of key country activities ................................................................................................ 7
Train switch monitors ................................................................................................................. 25
Distribute bOPV to all peripheral levels....................................................................................... 25
Train health workers .................................................................................................................. 25
Organize communications and media events .............................................................................. 26
Implement National Switch Day.................................................................................................. 26
Phase four: VALIDATE ............................................................................................................. 27
5.1
5.2
Validate tOPV removal ............................................................................................................... 27
Report validation ....................................................................................................................... 28
Annex 1: Sample Terms of Reference for Switch Management Committees and Support Teams .... 29
Annex 2: Briefing note on the switch ............................................................................................ 31
Annex 3: Sample key messages for health staff ............................................................................. 33
Annex 4: Sample validation forms for tOPV................................................................................... 41
Annex 5: Template and chronogram for developing a national switch plan ................................... 46
Annex 6: Budget template for the national plan ............................................................................ 48
1
List of abbreviations
bOPV
Bivalent Oral Polio Vaccine
EPI
Expanded Programme on Immunization
GPEI
Global Polio Eradication Initiative
ICC
Interagency Coordinating Committee
IPV
Inactivated Polio Vaccine
MOH
Ministry of Health
NSVC
National Switch Validation Committee
OPV
Oral polio vaccine
RI
Routine immunization
SAGE
Strategic Advisory Group of Experts on Immunization
SM
Independent switch monitor
SST
Switch support team
tOPV
Trivalent oral polio vaccine
WHA
World Health Assembly
WHO
World Health Organization
2
NOTE:
This document does not discuss the technical rationale or
questions related to the global decision on the timing of
the switch.
3
1 Introduction
1.1 1.1 Background
1.1.1
Why this document?
In May 2012, the World Health Assembly declared the completion of poliovirus eradication to be a “programmatic
emergency for global public health” and called on the Director General of WHO to develop a comprehensive polio
endgame strategy. The Global Polio Eradication Initiative’s Polio Eradication and Endgame Strategic Plan 2013-2018,
approved by the Executive Board of WHO in January 2013, requires the removal of all oral polio vaccines (OPVs).
The removal of OPVs must be done in a phased manner, from both routine programmes and campaigns, to minimize the
risk of new polio cases. The first phase of OPV removal is a switch from the current trivalent oral polio vaccine (tOPV),
containing antigens for poliovirus types 1, 2, and 3, to bivalent OPV (bOPV), containing only types 1 and 3. The use of
tOPV led to the eradication of wild poliovirus type 2, with the last detected case occurring in 1999.
The global switch from tOPV to bOPV is expected to occur in April 2016. It is proposed that the switch be carried out
during a 2 week window from 17 April to 1 May. This will be put forward to SAGE in October 2015 for final endorsement.
Prior to the switch, manufacturers will cease production of tOPV. The supply of tOPV will be finite leading up to the
switch, and no tOPV will be available after the switch.
The switch also must be a globally coordinated process. Any use of tOPV after April 2016 could jeopardize polio
eradication by generating circulating vaccine-derived polioviruses from the type 2 component of the vaccine.
To prepare for the switch in April 2016, it is imperative that all OPV-using countries begin switch planning during Q1-Q2
2015 and finalize a budgeted national switch plan by September, 2015. Timely planning and implementation of a
switch plan will increase the probability of a successful removal and disposal of tOPV, minimize tOPV wastage, and
ensure a world free of circulating vaccine-derived polioviruses type 2.
1.1.2
What is included in this document?
This document provides guidelines and a framework for countries to consider when developing and implementing their
national switch plans. Country needs will vary and national switch plans should be adapted to meet local
implementation needs.
1.1.3
Who is the target audience?
These guidelines were created for policy makers, programme managers, logisticians, and consultants. The guidelines
may be adapted to become a field guide for training based on local needs.
1.1.4 Where can I get more information on the switch?
The following documents are available to help countries plan, prepare for, and implement the switch.
 SAGE position & WHO position paper [http://www.who.int/wer/2014/wer8901/en/index.html ]
 A briefing note on the switch, frequently asked questions and Powerpoint decks:
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/en/
4
Dates of switch: April 17-May 1 2016
Initiate planning: Quarter 2, 2015
Finalize national switch plans: by September, 2015
Primary objectives of the switch
 Successfully recall tOPV and introduce bOPV in April 2016
 Minimize tOPV wastage after switch
 Ensure all children are vaccinated (avoid tOPV stockouts before and bOPV stockouts after the switch)
 Validate that the country is free of tOPV
5
1.2 Switch calendar
By June 2015
Plan
- Establish management structure
- Establish National Switch Validation Committee (NSVC)
- Conduct situation analysis
- Draft national switch plan (budgeted and finalized by Sept 2015)
May to September 2015
- Complete detailed tOPV inventory; adjust tOPV delivery (may vary per country)
- Secure funding and finalize national switch plan
- Develop monitoring plan
October to November 2015
Prepare
- Complete second tOPV inventory; adjust tOPV orders and/or delivery
- Order bOPV
- Develop waste management protocol
- Hire switch support staff
December 2015 to January 2016
- Receive last tOPV delivery to country;
- Redistribute remaining tOPV stock within country as required
- Prepare training materials and implement communications strategy
- Begin bOPV deliveries to countries
February to March 2016
- Deliver last 1-2 months of tOPV to periphery; redistribute as needed
- Identify switch monitors
Two to four weeks prior to the switch
Implement
National
Switch Day
Validate
- Train switch monitors
- Train health workers
- Distribute bOPV to periphery and service points
A day chosen during the period of 17 April to 1 May, 2016
- Stop use of tOPV and remove tOPV from cold chain
- Begin use of bOPV
In a two week period after the Switch Day
- Validate tOPV disposal at selected sites (switch monitors)
- Collect and review data and validate switch (NSVC)
6
1.3 Overview of key country activities
Countries are responsible for:
1. Setting a National Switch Day: National decision-makers must establish a switch day within the period from 17
April to 1 May 2016. This is the date when tOPV is removed from all facilities, sent for proper disposal, and
replaced with bOPV.
2. Establishing management structures: By mid-2015, countries are encouraged to establish switch coordination
committees (e.g., ICC) at national and subnational levels. These committees are responsible for developing the
switch plan and providing implementation oversight.
3. Developing a switch plan: All OPV-using countries should finalize a national switch plan by September 2015
using the recommended template, leaving approximately six months to prepare and implement all activities.
4. Preparing for the switch: Countries are expected to implement their national switch plans, complete training;
distribute bOPV to periphery; withdraw and dispose of tOPV according to the timelines outlined in their plan.
Countries are encouraged to hire staff (i.e. switch support teams) assigned specifically to prepare and
implement the switch plan.
5. Implementing the switch: All countries should stop using tOPV and destroy remaining stocks of tOPV after their
designated switch day in April 2016 to avoid re-emergence of circulating vaccine-derived polioviruses type 2.
Ongoing use of tOPV after April 2016 may threaten or postpone the global eradication of polio.
6. Validating absence of tOPV: During the two weeks following the Switch Day, countries must validate that
facilities are free of tOPV as recommended in this document.
7. Completing national validation: Countries are encouraged to delegate authority to an independent body (e.g.
National Switch Validation Committee) to review disposal data and validate the country free of tOPV within two
weeks of the National Switch Date. Personnel involved in validation should be independent of the Ministry of
Health and the Switch Implementation Team.
Minimizing tOPV wastage is a priority at global, regional, and country levels. Ultimately, countries are responsible for
minimizing the quantity of tOPV stocks remaining in the country after the switch. Residual stocks of tOPV increase the
risk that they will be used after the switch and increase costs to countries associated with destruction of vaccine. While
reducing tOPV stocks to zero (0) will be difficult without risking stock-outs prior to the switch, countries can minimize
the risk of residual stocks of tOPV after April 2016 by conducting nationwide inventories of tOPV stocks at least two
times prior to the switch and incorporating this information into vaccine procurement plans.
7
Figure 1: Overview of key activities related to a successful switch
Phase 1
PLAN
(by end Q2 2015)
Phase 2
PREPARE
(Q2 2015-Q1
2016)
-Switch commitment
made
-Funding secured
-Management
committees established
(e.g., ICC)
-tOPV inventories
calculated
-National Switch
Validation Committee
(NSVC)
-Situational analysis
completed
-National switch plan
with budget finalized
(by September 2015)
-Staff hired
-bOPV orders
subitted
Phase 3
IMPLEMENT
(2 weeks
before Switch
Day)
NATIONAL
SWITCH DAY
- Switch Monitors
trained
-bOPV-only use
begins
- HCWs trained
-tOPV recalled
- bOPV delivered
to all service points
-tOPV disposal
begins
-cold chain and
logistics needs
assessed
-Communication
prepared
Phase 4
VALIDATE
(during 2 weeks
post switch)
- Validation data
collected on tOPV
removal and
reported to NSVC
NATIONAL
VALIDATION
DAY
- Switch validated
and reported from
the Ministry of
Health to the WHO
Country Office.
The WHO Country
Office will report
this to the WHO
Regional Office.
-Training prepared
-Waste
management
capacity assessed
-Monitoring plans
finalized
-Information
systems updated
Note: The above outline may be adapted to meet local needs.
8
2 Phase one: PLAN
PLAN
PREPARE
IMPLEMENT
VALIDATE
by end Q2
2015
 Establish management structure
 Establish national switch validation
committee
 Conduct situation analysis
 Draft national switch plan
2.1 Establish a management structure
Countries are encouraged to establish national and regional switch management committees (see sample terms of
reference in Annex 1) to plan, manage, and oversee all activities related to the switch. This management body could be
the Interagency Coordination Committee (ICC) or a similar body.
Finance, procurement, regulatory, legal authorities outside MOH should be included in the switch management committee,
particularly in self-procuring countries where disposal of state-procured vaccine may become a problem. The structure, roles
and responsibilities will vary depending on the country situation.
Initial actions by the national switch management committee include:




Select a National Switch Day:
o A National Switch Day should occur within the period of 17 April to 1 May 2016. It is the day that tOPV
will stop being used in the country and will be replaced with bOPV.
Form subcommittees
o Subcommittees on vaccine supply, communications, logistics, process monitoring and reporting should
be formed at the national and sub-national levels. Subcommittees should include all relevant
stakeholders in discussions (e.g., manager of national cold stores or central medical stores, national
regulatory authority, procurement unit, ministry overseeing private sector vaccine procurement, etc.).
Identify points of contact:
o Focal points should be identified for all national and regional committees and their contact information
(names, telephone numbers, email addresses) circulated to members.
o A central telephone number and email address should be made available to answer questions from
public or professionals.
Establish operations center:
o Countries should consider establishing an operations center to coordinate national, regional activities
with up-to-date status of activities related to the switch.
9
2.2 Establish national switch validation committee
Validating that a country is tOPV free is crucial. Validating the removal of tOPV from the vaccination programme follows
a different timeline and process than containment of wild and Sabin polioviruses according to the Global Action Plan III
(GAPIII). According to the Global Action Plan III (GAPIII), primary and secondary safeguards are required within 3 months
of the switch for essential facilities handling and storing only OPV2/Sabin2 materials. These containment activities could
provide an additional check for validation of the switch but are not within the scope of the activities proposed in this
document.
The removal of tOPV from all delivery facilities is a country responsibility. The chain of reporting and accountability for
tOPV withdrawal is within the existing MOH structure – e.g., from Immunization Officer at the Service Delivery the
District Immunization Officer  Regional Officer  MOH. The MOH reports confirmation of validation to the WHO
country office which reports through the appropriate chains to the World Health Assembly.
To assure rigour and support the MOH in the validation process, WHO recommends MOH establish a national switch
validation committee (NSVC) which is authorized by the government to collect and validate data on tOPV removal (see
section 3.4.4 and Annex 8: Monitoring Guidelines). After verifying tOPV removal, the NSVC submits country
documentation to the WHO country office.
Countries with existing NSVCs (e.g., for polio) are encouraged to enlist their help with the switch rather than forming
new committees.
Countries without existing or functional independent national switch validation committees (e.g., the national
eradication certification committee) are encouraged to establish them. NSVC personnel and switch monitors must be
independent from those responsible for managing or implementing the switch (see Sections 2.1 and 3.3.2). Countries
have flexibility in implementing these structures and balancing the rigor obtained through independent data collection
and available mechanisms and resources. NSVC members could include experts in public health, epidemiology, logistics,
and clinical medicine.
2.3 Conduct situation analysis
While management structures are
established, key structures, systems, and
policies should be identified and
understood. The questions below can be
used to assess appropriate structures,
systems and policies:
Supply and distribution of OPV:



How is vaccine procurement
organized: through procurement
agency, directly by MOH, or a mix?
What is the tOPV stock status at
national, regional, and district
levels one year prior to the
switch?
How often is tOPV supplied to the country, regions and district?
10
Vaccine licensing:



Does the country accept bOPV for routine use based on WHO prequalification or is national licensure required?
Is an expedited procedure acceptable or is full national licensure required?
If licensure is required, has the process for NRA licensing of bOPV for routine use begun? What is the standard
timeline for licensure?
Is the country willing to provide an emergency waiver for initial importation if licensure is not initiated or
completed before the switch?
Private sector provision of OPV:





Is tOPV offered in the private sector and in which facilities (NGOs, hospitals, private clinics, and/or pharmacies)?
Is there informal delivery of tOPV in the private sector (e.g., unregulated pharmacies/dispensaries, traditional
healers, local untrained pharmacy dealers)?
What percentage of tOPV is currently delivered in the private sector? Is it possible that private sector providers
will exit from offering OPV products due to financial risk? If so, what increased demand may occur in the public
sector?
How and from where does the private sector source and procure their tOPV (from local agents/suppliers,
directly from suppliers)?
Does the National Regulatory authority or other relevant agency have regulatory oversight over medical supplies
imported into the country and delivered through the private sector?
How can countries engage the private sector in participating in the switch and through which
associations/agencies (e.g., NRA, National Medical Council, ministry of commerce, etc.)?
Vaccine communications:

What are the barriers and enablers to the switch among key stakeholders, e.g. health workers, medical
specialists and scientists, specific interest groups, public and media?
Waste management:

How is vaccine waste disposal organized in both public and private sector, if applicable, and how can disposal of
tOPV be aligned with these guidelines while also considering WHO guidance?
Existing expertise:

Do any of the national staff have experience with previous vaccine switches or vaccine recalls? Are there any
lessons to be learned from those experiences?
Funding:



What additional funding will be required for managing implementation of the switch, including procurement of
bOPV for routine, logistics for implementation/distribution, disposal of vaccines, etc.?
What resources within a national vaccination program are available to help with the switch?
Are any resources external to the vaccination program available to help with the switch?
External environment:


What other demands will be placed on vaccination program resources before and during the switch?
Are any predictable events, such as elections, going to occur that could complicate the switch?
All points requiring action should be included in the national switch plan.
11
2.4 Draft a national switch plan
All countries should begin drafting a national switch plan, including a budget by end of Q2-2015 to meet country needs
(see Table 1). A plan should be finalized and approved by the ICC by September 2015.
Table 1. Checklist of the components of a sample national switch plan
Section
Key components
Executive Summary (2 pages)







Management and operational
oversight of switch – national
coordination mechanisms
 Organizational chart with roles and responsibilities
• ICC or national switch committee
• Sub-national switch committees
• Switch support teams
 Information flow – who informs whom and with what frequency
 Budget for switch activities
 Work plan and timeline
Validation Committee
 Roles and responsibilities
 Validation and reporting process
Situation Analysis




Preparation
 Switch support
o Available budget
o Composition of switch support team
o Communications materials and dissemination
 Supply assessment
o National inventory of tOPV
o Plan for tOPV procurement
o Plan for bOPV procurement, storage, and distribution
 Logistics
o Plan for healthcare worker training and supervision
o Plan for updating information systems (paper and software)
o Plan for delivering bOPV to service points
o Plan for tOPV recall and disposal
 Monitoring
o Process monitoring: assessing switch activities/milestones
o Outcome monitoring: collecting monitoring data and validating tOPV
removal
Summary of the switch plan activities
Date selected for the National Switch Day
Overview of national coordination mechanism
Capacity to implement the switch (e.g., financial needs and resources)
List of preparatory activities, including plans for tOPV inventory
tOPV disposal and validation strategy
Key risks and mitigating strategies: supply, logistics, validation
 Key milestones and activities
Supply and distribution process for OPV (public and private sector)
Licensing and regulatory approvals needed for bOPV
Capacity of existing medical waste management system
Stock of tOPV and bOPV to date
12
3 Phase two: PREPARE
PREPARE
PLAN
May 2015 to
March 2016
IMPLEMENT
VALIDATE
 Complete tOPV inventory and
procurement plan
 Plan bOPV procurement and
distribution
 Establish support mechanisms
 Manage logistics
 Establish monitoring system
3.1 Complete tOPV inventory and procurement plan
Three principles should guide tOPV procurement in the final year prior to the switch:
1. Unlike other product transitions, where countries are allowed to exhaust the existing stocks of the old product
before using the new product, this will not be the case for a global cessation of tOPV and synchronised switch
to bOPV.
2. All tOPV that remains in countries after the switch date will need to be removed and destroyed, which will incur
additional costs for disposal.
3. Accurate forecasting and procurement planning, close inventory management, and regular monitoring of
stock levels will be critical for countries to minimize wastage of vaccine after the switch.
3.1.1 Assess and manage tOPV inventories
Inventory control is critical to avoid stockouts of tOPV prior to the switch and minimize excess tOPV stock after the
switch.
WHO recommends that countries conduct at least two inventories with at least one down to the district level (or lower):


First inventory: Approximately 1 year prior to the switch (as soon as possible in 2015)
Second inventory: Approximately 6 months prior to the switch (October-November 2015)
13
The inventory should be exhaustive and include stock located in:
 Central medical/cold chain stores, including regional warehouses/depots in both government-owned and
autonomous agencies
 Provincial warehouses
 District warehouses
 Any hospital at district, provincial, and tertiary level where immunization services are provided
 Private sector, including pharmacy stores, warehouses, or other location that provides OPV to customers
 Supply balances from recent SIA activities
 Pipeline deliveries (recently received but not yet registered, or supply already on order and pending
delivery)
3.1.2 Decide timeline for tOPV forecasting, ordering, and shipment
General guidance for tOPV procurement for all countries:



Review current procurement plans, orders, and requests for tOPV and their delivery schedules.
Ensure that quantities forecasted are sufficient to meet tOPV routine immunization requirements until
April 2016.
Plan to deplete most buffer stock by April 2016 at all levels, leaving sufficient supply (e.g., 1-2 weeks) to
respond to localized stockouts.
Ordering cycles: Countries have different ordering cycles, lead times and processes for vaccine procurement1.
Procurement may be done by countries directly with manufacturers or through an intermediary/local supply agent; or
through UNICEF, PAHO, or other UN agency. Countries should coordinate directly with their relevant procurement
agency for specific guidance around ordering vaccine supply in the context of the switch. Below is guidance on tOPV
procurement (also elaborated in Figure 1 below).





Countries are encouraged to maintain existing ordering processes and cycles as much as possible.
However, a risk assessment should be completed based on the situation analysis described in Section 2.3
to determine if any adjustments are required to minimize risk of overstock and associated financial loss.
If possible, split annual orders into at least 2 deliveries during the year before the Switch. These deliveries
can be smaller in the last few months prior to the switch. Then the FINAL delivery can be adjusted to meet
stock needs for the switch while avoiding excess tOPV stock after April 2015.
Once an order is placed with a supplier, the order is binding and cannot be changed.
o Countries procuring through PAHO and/or UNICEF may have several opportunities to adjust their
requirements prior to an order being placed with a supplier.
o Procurement processes for self-procuring countries may not allow for such adjustments,
depending on contractual arrangements.
Countries that conduct an annual procurement and receive a single delivery of their annual supply
requirements are advised to split their procurement into a minimum of two orders (and a minimum of two
deliveries) to allow for adjustments in requirements prior to placing the last order.
Feasibility will depend on procurement mechanism, procurement lead times, payment processes, and incountry procurement laws. Additional funding may need to be allocated to cover any additional costs
associated with additional shipment costs and import fees.
1
“Ordering”, “placing an order” or “issuing a purchase order” as described in this guide is defined as a legally-binding contract with a supplier. In
these cases, such binding contractual arrangements with suppliers often entail payments made to a supplier to produce the vaccine and may incur
financial losses if changed or cancelled.
14
Figure 1. Sample tOPV order cycle
NOTE: this is just an example and should be aligned with the COUNTRY ORDERING PROCESS





First tOPV inventory: Conduct a thorough tOPV inventory ~12 months before the switch (March or April 2015)
and adapt deliveries accordingly.
o Calculate tOPV stock down to the district level, if possible.
o Include inventory held by private-sector suppliers.
Adjust delivery: Based on the first inventory, adjust the next delivery from the tOPV supplier so there is enough
tOPV to last until end of February 2016.
Final tOPV inventory: Conduct a second tOPV inventory ~6 months before switch (Oct/Nov, 2015).
Adjust final delivery: Based on the second inventory, make any additional orders and adjust the final tOPV
delivery for Feb to April, and redistribute tOPV in-country, as needed.
o Buffer: Include 2 weeks of buffer (one week central and one week district)
o Lead time: The timing of the order should be in line with supplier’s advice to arrive at least two
months prior to the switch
o Horizontal re-distribution: Consider redistribution of tOPV from regions with excess stock to regions
with insufficient stock.
bOPV: Order bOPV ~6 months before the switch so there is ~3-6 months supply to use after the switch (see
Section 3.2).
3.2 Plan bOPV procurement and distribution
3.2.1 Countries procuring bOPV through UNICEF
In most cases, countries will receive 3-6 months of supply for the first order of bOPV. Countries receiving only 3 months’
supply will need to receive several more shipments of bOPV to fill the supply chain. This will need to be treated as a new
vaccine introduction with additional deliveries to fill the supply chain.
During the two-week period prior to National Switch Day, both bOPV and tOPV may be together in the vaccine cold
chain at the periphery. Presence of both vaccines will be longer (~2 months) at major storage points at the central level.
15
To minimize the time that both tOPV and bOPV will be in the cold chain at the periphery, some countries may consider
exchanging bOPV for tOPV a few days prior to the switch. For example, staff responsible for maintaining vaccine stock at
the periphery would go to the district level to return residual tOPV and collect bOPV.


Countries should have sufficient financing to procure bOPV by March 2016 latest while maintaining tOPV
requirements through Q1/April 2016.
Countries that have bOPV stock from prior campaigns could consider using this stock in the routine program.
To minimize the time that both tOPV and bOPV have to be in the cold chain together, the following steps are
suggested:
 Procure bOPV 6 months prior to the switch (Oct-Nov 2015)*: order at least 3-6 month supply of
bOPV (e.g., first 3 month supply + 1 month of buffer)
 Plan for bOPV to be delivered 1-3 months prior to the switch
 Distribute bOPV to the periphery two weeks prior to the Switch
 Remove all tOPV from the cold chain on the switch day
NOTE: Self-procuring countries have completely different timelines than UNICEF and their procurement laws may not
be conducive to flexible procurement.
3.2.2 Self-procuring countries

Self-procuring countries may need to conduct additional activities when developing their procurement plans, tenders
and contracts with suppliers:






Determine tOPV supply needs through April 2016.
Determine lead times required for changing product type.
Determine payment schedules (100% upon signature with supplier or partial payment upon delivery).
Investigate procurement laws and determine the feasibility of submitting amendments to contracts to convert
tOPV to bOPV in line with the switch.
Notify the department responsible for procuring vaccines as soon as possible so orders can be adjusted.
For new tenders and contracts with suppliers, build in flexibility with suppliers to adjust and change product
type (e.g. convert any excess tOPV orders into bOPV).
3.3 Establish support mechanisms
3.3.1 Secure funds
The national switch management committee is responsible for securing funds to implement national switch plan
activities. These activities include hiring additional staff, managing logistics, assessing tOPV inventories and determining
tOPV and bOPV supply needs, and covering costs associated with additional shipments to countries, waste management,
and training.
3.3.2 Establish a switch support team
National authorities will need to hire or delegate staff at national and regional levels to conduct preparatory and
implementation activities related to the switch. These staff will comprise the switch support team (SST). The primary
function of the SST is to support the MOH and switch management committee in:
1. Making reliable inventories of tOPV at regional, district and service provider level
16
2. Strengthening vaccine management
3. Assisting with the switch in all relevant domains: logistics, social mobilization, training, etc.
The number of members on the SST can evolve during the process, with more members at a central level in the initial
phases and increasing number of persons at peripheral levels closer to the switch.
Staff at the central level will require strong communication skills. Staff at regional and peripheral levels should be
literate and credible candidates such as teachers and students.
3.3.3 Develop and implement a communications strategy
A strategic communications and advocacy plan should be a key component of the national switch plan. This plan should
describe key stakeholders and elaborate on how the country will share information with them.

Stakeholder consultations: As soon as possible, the communications sub-committee should organize meetings
and consultations to inform health staff, partners, NGO, private sector and other groups potentially involved or
affected by the switch. Consultations with key decision-makers and scientific community should be organized
early to obtain buy-in before the switch.

Materials: In parallel, the sub-committee can adapt or create contextually appropriate messages and materials
to support meetings and consultations on the switch. Existing tools including global and regional materials can
be leveraged (see Annex 3 for an example), such as FAQs, fact sheets, training materials, videos, posters, and
labels.

Cold chain personnel, logisticians, and health worker training: staff responsible for developing communications
materials and strategy should closely link with those developing the training materials for health workers to
ensure that switch dates, procedures, and messages about the rationale for the switch are coordinated.
Materials to support national planning of communication activities are available at:
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/implementation
/en/
3.4 Manage logistics
3.4.1 Develop training materials
Training EPI Logisticians
Training EPI logisticians will be an important component of a successful switch. This should occur ~6 months prior to the
switch, around 4Q 2015 but may occur in several phases depending on the country and the target groups identified for
training. Using the Logistics guide, develop training materials that cover:







Stock Inventory
Estimating tOPV needs until switch and bOPV after the switch
Distribution of last shipment of tOPV and first shipment of bOPV to lower levels
Continegency plans (eg buffer stocks, availability of surge transport mechanisms)
Use of push of pull mechanism for exchange of tOPV and bOPV
Handling of tOPV after the switch
tOPV disposal
17
Training health workers
Because health staff will likely be confronted with many questions regarding the switch, they should also be prepared to
offer answers to basic questions. Training activities should address both the rationale and the practical implications of
the switch, leveraging existing materials where possible.





Rationale for the switch and relevance to polio eradication
Date to start using bOPV and stop using tOPV (National Switch Day)
Suggestions for how to make best use of storage capacity in the weeks prior to the switch when both
tOPV and bOPV will be in the cold chain together
Strategies to ensure bOPV is not used prior to the switch and tOPV is not used after the switch
Procedure for handling tOPV after the National Switch Day
o Remove from cold chain
o Mark with sticker
o Send to nearest disposal site according to procedure
An information packet for health workers could be used to reinforce training. Basic materials to consider including in the
information pack are listed below (and see Annex 3):




Powerpoint overview with key messages
FAQs
Guidelines on collection and disposal of tOPV and data recording
Job aid to support tOPV removal and interactions
Global templates that may be adapted for training are available at:
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/implementation
/en
3.4.2 Assess cold chain capacity
Cold chain capacity to store both bOPV and tOPV during these 2 weeks prior to the switch will be short-term in nature,
and for this reason renewal of equipment will likely be unnecessary, specifically since many countries will likely have
increased capacity for IPV introduction.
Countries that have done regular SIAs have a storage capacity sufficient to cover a National Immunization Day (NID)
equaling five birth cohorts. These countries should have sufficient capacity to store one-quarter of a cohort (3 months of
bOPV) for the switch.
In some situations, such as when countries may need to do a pre-switch tOPV campaign, cold chain capacity may be
insufficient. The following steps may offer relief:






Use the WHO forecasting tool for cold chain capacity in “scenario mode” showing an overlap of tOPV and bOPV
to spot the potential gaps in cold chain capacity.
Increase the frequency of deliveries and reduce the size of each shipment.
Make best use of existing vaccine cold chain capacity by removing expired products and products not related to
vaccination.
Minimize excessive cold-water storage and limit suboptimal use of refrigerators and freezers.
Repair equipment with minor defaults.
Reallocate equipment to ensure that each service point has adequate temporary storage capacity.
18
3.4.3 Update information systems
Switching from tOPV to bOPV may require updating the forms, vaccination cards, or electronic databases used for recording
and reporting OPV administration, forms for ordering vaccines, and vaccine stock ledgers, and any other forms that list the
national immunization program vaccines. The following materials may need to be updated prior to the switch:






Patient registers
Vaccination cards
Tally sheets
Stock ledgers
Electronic databases
Vaccine management systems
3.4.4 Develop disposal strategy
A tOPV disposal strategy should be informed by current waste management capacity and expected disposal volume.
Countries are advised to assess their waste management systems and estimate disposal volume before developing a
disposal strategy.
The following formula can be used to estimate disposal volume:
Estimating tOPV disposal volume.
For regions applying the multi-dose vial policy (MDVP): Total litres of tOPV for disposal = 0.005 x wks of
tOPV supply to dispose x target population/1000
For regions not applying the MDVP: Total litres of tOPV for disposal = 0.0075 x wks of tOPV supply to
dispose x target population/1000
Assumptions: Based on 3.5% newborns, 4 dose EPI calendar, 85% coverage, 30% wastage and 1.5 cc volume per dose including
packaging, disposal volume is 0.005 L per 000' population for regions applying the MDVP, 0.0075 L per '000 for others not
applying the MDVP.
Determine appropriate disposal strategy:
Disposal of tOPV after the switch should follow national legislation. If national legislation does not provide clear
guidance, this section of the guide discusses safe approaches for the disposal of tOPV.
tOPV MUST be inactivated 2 prior to disposal.
. The following are the recommended methods for the inactivation and subsequent disposal of tOPV:
• Inactivation by: autoclaving, boiling, chemical inactivation, encapsulation or incineration
• Disposal by: transporting to waste facility or burying
The inactivation and disposal of tOPV can be summarized through the following four steps:




Step 1: Evaluate volumes of tOPV vials to be destroyed
Step 2: Determine materials of tOPV vials to be destroyed
Step 3: Choose appropriate method to inactivate tOPV
Step 4: Dispose of the inactivated tOPV vials
2
Inactivation of tOPV is defined as eliminating the infectious nature of poliovirus in tOPV or otherwise rendering the tOPV vials
unusable and inaccessible (encapsulation)
19
Step 1: Evaluate volumes of tOPV vials to be destroyed

Volume of tOPV to be disposed
 Small volume of tOPV defined as 20 vials or less, allow for local level disposal at facility level
 Large volume of tOPV defined as 20 vials or more, may require additional capacity for disposal of tOPV
Step 2: Determine materials of tOPV vials to be destroyed




Glass vials- may shatter and harm the operator or may melt and cause damage to the incinerators
Plastic vials- incineration or burning of plastics is prohibited in some countries3
Sealed vials -may explode under pressure (incineration & autoclaving) and endanger the operator4,5
Open vials- will allow for safe inactivation of tOPV by any method. However, staff should handle open vials
as hazardous infectious waste and take precautions (e.g. wearing personal protective equipment)
Step 3: Choose appropriate method to inactivate tOPV
tOPV inactivation can be achieved by, autoclaving, boiling, chemical inactivation, encapsulation or incineration of the
tOPV waste. The ideal use and drawbacks for each of these methods of inactivation is summarized in the table below:
Method
Autoclaving
Ideal Use


Boiling

Autoclaving should be done in a
large autoclave with integrated
shredder.
Alternatively, vials can be opened
and treated in any autoclave.
Boil unopened vials
Drawbacks




Chemical
Inactivation

Encapsulation 
Incineration

Chemically inactivate opened vials
using bleach or other chlorine
solution at the recommended
concentrations (0.5%).
Encapsulate unopened vials in
containers filled with concrete.
Incinerate in a high-temperature
incinerator capable of safely
handling glass (such as a rotary kiln
incinerator).


Unopened/unshredded vials may not be fully
inactivated in an autoclave, especially if the
autoclave has been densely packed with other
waste that could act as an insulator.
Closed glass vials may explode under pressure if
unopened.
Boiling may be impractical for treating large
quantities of vials.
Operators must be careful to avoid scalding
Expensive for processing large quantities of vials
and requires operators to be trained in using
chlorine solution.
Chlorine solution must be safely disposed of

Concrete-filled containers must still be securely
buried.

Melted glass can damage incinerators at
temperatures <1100°. Closed glass vials can
explode under pressure if unopened
Plastic vial incineration is prohibited in many
countries due to toxic emissions.

3
Stockholm Convention, Article 5 & Annex C, Part II, (a): http://www.pops.int/documents/convtext/convtext_en.pdf
4
Guidelines for Safe disposal of Unwanted Pharmaceuticals in and after Emergencies, WHO 1999
Safe management of wastages from health-care activities, WHO 2013
5
20
How each method works:




Autoclaving uses high-temperature steam. It is the most environmentally friendly method. Glass vials full of
liquid (i.e. not opened) should be “loosened” before autoclaving to avoid rupture, unless the autoclave has an
integrated shredder. However, vials (plastic or glass) that contain little liquid do not need to be open. After
autoclaving, vials will be sterile but must still be disposed of following national or local waste management
guidelines for municipal waste.
Boiling involves immersing vials in boiling water for approximately 30 minutes, which destroys pathogenic
microorganisms6. Both glass and plastic vials can be safely boiled. Glass vials can be boiled without opening.
After boiling, the inactivated vials should be disposed of following national or local waste management
guidelines.
Chemical inactivation of tOPV involves opening and immersing tOPV vials in 0.5% chlorine solution for at least
30 minutes. The solution should be 9 parts clear water to 1 part household bleach. Immersing 20 vials in 4 liters
of solution will safely inactivate tOPV. After this treatment, vials and leftover chlorine solution must both be
disposed of following national or local waste management guidelines.
Incineration should be done, at 1100°C or more for safe destruction of glass vials with tOPV (e.g. rotary-kiln
incinerators and industrial furnaces).
It is important to note that Incinerators vary in temperatures reached in primary waste chamber. For instance,
low temperature burning (<800°C), which is not recommended because it is environmentally hazardous (e.g.
single chamber cement or brick covered incinerators). Additionally, medium temperature burning (800-1100°C)
using dual-chamber incinerators may cause glass vials to explode or partially melt, and it is not recommended.
Plastic vial incineration may be prohibited in some countries due to toxic emissions but is possible at medium
and higher temperatures (>800°C) if permitted by national emissions guidelines. Also, co-incineration in
industrial furnaces (e.g. cement kilns) will both inactivate and destroy tOPV vials and can be done in partnership
with an industrial facility. The resulting ash and any other post-incineration residue must be treated as toxic
waste and disposed of according to national or local waste management guidelines
Open pit burning of plastics can have a severe negative environmental impact should not be used as an
inactivation method

Encapsulation disposes of tOPV without immediate inactivation (and without opening the vials) but makes it
inaccessible and puts it beyond use. This method involves filling containers ¾ full with tOPV vials, adding an
immobilizing material (e.g. sand, cement, or clay) and sealing and burying the containers. The encapsulated
waste must be disposed of following National or local waste management guidelines for municipal waste
Step 4: Dispose of the inactivated tOPV vials
Countries should select appropriate sites for the disposal of remaining inactivated tOPV using one of the following two
approaches:


6
Transport the waste materials to a waste facility (e.g. sanitary land fill, municipal dump, industrial waste site, or
other facility meeting national and local waste guidelines); or
Bury the waste materials on-site in a secured and fenced-off burial site
http://www.cdc.gov/hicpac/pdf/guidelines/disinfection_nov_2008.pdf
21
3.5 Monitoring of the switch
3.5.1 Monitor planning and implementation process
Process monitoring should be done at the national and regional
level.
The national and regional switch management committees or ICC
are responsible for selecting, monitoring, and reporting on
indicators (see box on right) and milestones (see below) based
on the country situation. All sub-national monitoring efforts
should feed back to the national switch management committee.
This committee or the ICC then can report to the WHO and
UNICEF country offices on a few agreed upon indicators relevant
to global planning such as developed plan, completed tOPV
inventory, and vaccine delivery as requested.
A sample process monitoring tracking sheet and road map is
available on:
Process Monitoring




Purpose: Monitoring switch planning and
implementation
Responsibility: Switch Management
Committees or ICC
Potential indicators:
o National plan completed
o Budget determined
o OPV procurement plan completed
o tOPV inventories completed
o Disposal plan completed
o Vaccine delivered
o Training completed
Reporting:
o Monthly to ICC, until Feb 2016
o Weekly from March 2016
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/monitoring/en/
Suggested key milestones to track in process monitoring:













tOPV procurement plan drafted; first tOPV inventory completed (Mar-Apr 2015)*
Switch budget submitted to national authorities (June 2015)*
bOPV is licensed/registered or country accepts pre-qualified product (July 2015)*
Budgeted national switch plan is endorsed (by Sept 2015)
Country budget approved (Oct 2015)
Switch Support Team established (Oct 2015)
Second tOPV inventory completed (Oct-Nov 2015)
bOPV ordered (Oct-Nov 2015)
Funds arrive at sub-national level (Feb 2016)
bOPV delivered at national level (Jan-Mar 2016)
Switch monitors trained (March 2016)
bOPV use starts at all vaccination points on National Switch Day (April 2015)
Validation data reviewed (April 2016)
*NOTE: these activities must begin in parallel with drafting and finalization of the national switch plan
22
3.5.2 Monitor outcomes
The removal of tOPV from all delivery facilities is a country
responsibility. The chain of reporting and accountability for tOPV
withdrawal is within the existing MOH structure – e.g., from
Immunization Officer at the Service Delivery the District
Immunization Officer  Regional Officer  MOH. The MOH
reports confirmation of validation to the WHO country office which
reports through the appropriate chains to the World Health
Assembly.
To ensure rigour and support the MOH in the validation process,
WHO recommends MOH establish a National Switch Validation
Committee (NSVC) which is authorized by the government to
independently collect and validate data on tOPV removal. The
NSVC validates removal of tOPV from the cold chain.
Validation involves evaluating data collected by staff hired by the
MOH (i.e., Switch Monitors) who are independent from the switch
process to the extent feasible by the MOH.
Independent Monitoring and
Validation




Purpose: validate tOPV recall
Responsibility: National Switch Validation
Committee (NSVC) and MOH
Potential indicators:
o Absence of tOPV in certain
proportion of storage and service
facilities validated by switch
monitors
Reporting:
o NSVC and MOH to submit
validation to WHO within 2 weeks
of the Switch
Validation will occur during the 2 weeks after the National Switch Day.



Identify switch monitors: Switch monitors are responsible for visiting storage facilities to confirm recall and
disposal of tOPV.
One month prior to the switch, switch monitors should be identified. Switch monitors should be independent
from the MOH and must have credibility. A national or partner health official can recommend switch monitors
and verify that person has performed well in a previous activity in a similar capacity. Once all switch monitors
are identified, a roster of Independent Switch Monitors (SM) should be created in line with the independent
monitors of SIA.
Develop a micro-plan for the SMs:
o Site selection: The recommended monitoring strategy includes verification that tOPV is removed from
the cold chain at all vaccine stores down to the district level. Due to a large number of service points,
higher risk facilities will be selected (10% recommended) by the Monitoring Coordinator/Supervisor to
be visited by the SMs.
o Data collection and reporting (see example forms in Annex 4): Flow of data from SMs to NSVC using
these forms entails:
 Form 1: An independent monitoring data collection tool
 Completed by independent monitors
 Submitted to supervisor/coordinator at the administrative level on a daily basis
 Form 2: A National Switch Validation data aggregation tool
 Completed by coordinator after independent monitoring at all subnational and national
levels
 Submitted for review by the National Switch Validation Committee (NSVC) or National
Certification Committee (NCC) or other designated Committee
 Form 3: A National Validation Report
 After review by the NSVC/NCC or Form 2, this form should be completed by the National
authorities and signed by the designated government authority and NSVC
 Government should submit form WHO Country Office
23
o
Develop contingency plans: Protocols should be developed for follow-up of sites that cannot be visited
on schedule and for corrective action if tOPV is found by independent monitors. Monitoring guidelines7
are available to offer more guidance for decision makers.
More information on developing a national monitoring plan, training independent monitors and reporting validation of
tOPV recall available at:
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/monitoring/en/
7
Guidelines for developing a national monitoring plan
http://www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/implementation/
en/
24
4 Phase three: IMPLEMENT
IMPLEMENT
PLAN
PREPARE
(2 weeks before
Switch to Switch
day)
VALIDATE




Train switch monitors
Distribute bOPV to peripheral
Train health workers
Organize communications and media
events
 Implement National Switch Day
4.1 Train switch monitors
Two weeks prior to the switch, initiate training of the previously-selected independent switch monitors. The monitors
should be trained on:




Roles and responsibilities
Verifying the absence of tOPV at selected facilities
Following country protocols for corrective action if tOPV is found
Communicating and reporting outcome of facility visits to supervisor through data collection tool
4.2 Distribute bOPV to all peripheral levels
Two weeks prior to the switch, begin distributing bOPV to all service facilities. During this period, both bOPV and tOPV
will be in the cold chain across the country. To ensure sufficient cold space, service points should be encouraged to
remove expired products, and products not related to vaccination.
4.3 Train health workers
Use approaches similar to other vaccine introductions and SIAs (e.g., cascade training) to train health workers on
relevant aspects of the switch.
To prepare for the training:
 Develop materials in advance (see Section 3.3.1)
 Reserve a full day for training
 Notify participants in advance
25





Book a venue
Set a training agenda
Invite at least one health worker per facility
Set a maximum limit per training session
Ensure objectives are understood
4.4 Organize communications and media events
On the National Switch Day, countries may want to broadly disseminate key reminders related to the tOPV removal and
disposal from all service facilities. Organizing media and press activities as a strategy to remind and motivate vaccinators
could also be considered.
4.5 Implement National Switch Day
On switch day all tOPV should be taken out of the cold chain so that it no longer claims storage capacity.
Although tOPV will lose its potency quickly outside the cold chain, precautions should be taken to ensure that nobody
could inadvertently get a dose of tOPV that has been outside the cold chain.
Place a sticker (see below example figure) on the tOPV primary packaging and transport vaccine out of the cold chain to
the agreed site for disposal (see Section 3.4.4).
26
5 Phase four: VALIDATE
PLAN
PREPARE
VALIDATE
IMPLEMENT
(during 2 weeks
post switch)
 Validate tOPV removal
 Report validation to WHO
5.1 Validate tOPV removal
Trained switch monitors are responsible for validating the appropriate disposal of tOPV at randomly selected sites
according to independent monitoring micro-plans (see Section 3.5.2). Validation should occur during the two weeks
following the National Switch Date. MOH should obtain confirmation of tOPV withdrawal from the country through their
standard chain of accountability (e.g., district and regional immunization officers). In addition, WHO recommended
independent monitoring should be employed to independently confirm a successful switch.




Select and visit sites to validate tOPV free
Record tOPV information
Properly dispose of residual tOPV
Report validation results to NSVC by the National Validation Day, exactly two weeks after the National Switch
Day (see figure below)
27
5.2 Report Validation
During the two weeks after the National Validation Day, the NSVC is responsible for collating and analyzing the
validation data collected by the SMs. Following data analysis, the NSVC will either:
 Validate the country tOPV free and report status to the WHO country office
OR
 Recommend activating contingency plans for addressing remaining stocks of tOPV
28
Annex 1: Sample Terms of Reference for Switch Management Committees and
Support Teams
Sample Terms of Reference (TORs) for the National Switch Management Team or ICC
Inter Agency
Coordination
Committee
(ICC)
Members
Responsibility
- Presided by high-level staff
from the Ministry of health,
the ICC should be composed
of high-level staff from
relevant ministries
(communication, sanitation,
etc.), partners, and major
NGOs.
- Elaborate the national switch plan
with clear functions, responsibilities
and deadlines
- Establish an operations room for
coordination, information and
communication
Meeting
Frequency
With increasing
frequency from
monthly in the
early phase to
daily during the
switch.
- Take final responsibility for
implementation
- At least one SST member
(see below) should be invited - Report to higher-level authorities
to the ICC to ensure
- Communicate with partners and the
adequate information flow
press
between the planning and
- Monitor progress using a dashboard
implementation levels.
with key indicators (e.g., vaccine
ordered and supplied, funds arrived,
etc.)
- Take corrective action when needed
29
Sample TOR for Switch Support Team
6-12 months prior to switch
2 months prior to switch
During the switch
After the switch
National and Regional level
District level
District level
District, regional and
national level
National level:
- Co-organize with the ICC a
full day meeting with regional
health staff and
administrative authorities to
explain the switch.
- Help compile stock
inventories.
- Participate in ICC meetings.
- Ensure adequate information
flow between national and
regional levels.
Co-organize with the ICC subcommittee and the RSC an
information meeting with all
service providers. Service providers
should be asked to bring their
vaccine stock records.
- Same activities as
before, but
focused on risk
areas.
- Ensure availability
of enough vaccine
carriers on the day
of the switch.
- Confirm disposal
sites are ready.
- Ensure availability
of updated
stationary and
forms.
- Inform higher-level
officials of anything
that could derail
the switch.
- Visit an agreed
proportion of service
points to confirm the
absence of tOPV.
- Assist at district level
to ensure all tOPV
(routine and SIA) is
sent back to regional
level within 6 days.
- Make a simple report
on the switch at
district level and share
the report with
superiors.
- Move to the regional
level and support all
activities related to
the tOPV removal.
Regional level (visits to all
districts in a region):
- Organize a half-day meeting
with local health staff and
administrative authorities to
explain the switch.
- Make a tentative inventory of
tOPV stocks.
- Make an estimate of monthly
consumption.
- On that basis, estimate
remaining tOPV requirements
(plus a margin of two weeks),
and bOPV requirements for
the first three months after
the switch.
- Share the data with the EPI
focal point and UNICEF.
- Discuss stock management
procedures with the EPI focal
point and stock manager
using a simple checklist.
Visit all districts as well as an
agreed proportion of immunization
service points to:
1. Ensure the district and service
points are aware of the switch
and have the necessary
communication materials.
2. Ensure the district received the
necessary stationary for bOPV.
3. Confirm that all service
providers including private
clinics or whoever else might
give polio vaccine have been
informed about and are
prepared for the switch.
4. Refine the OPV inventory and
share inventory data with the
EPI focal point and UNICEF.
5. Ensure districts storage capacity
is sufficient when both products
are present and adequate steps
are taken when it is not.
6. Discuss stock management
procedures with the EPI focal
point and stock manager using a
simple checklist.
30
Annex 2: Briefing note on the switch
Preparing for the withdrawal of all oral polio vaccines (OPVs):
Replacing trivalent OPV (tOPV) with bivalent OPV (bOPV)
In May 2012, the World Health Assembly declared the completion of poliovirus eradication to be a “programmatic
emergency for global public health” and called on the Director General of WHO to develop a comprehensive polio
endgame strategy. The Global Polio Eradication Initiative’s Polio Eradication and Endgame Strategic Plan 2013-2018,
approved by the Executive Board of WHO in January 2013, requires the phased removal of all oral polio vaccines (OPVs).
This will eliminate the risks of vaccine-associated paralytic polio (VAPP) and circulating vaccine-derived poliovirus
(cVDPV).
If not already underway, planning for OPV cessation must start now, while efforts are being intensified to interrupt
transmission of the remaining strains of wild poliovirus. Preparation for the removal of OPVs includes introducing at
least one dose of inactivated polio vaccine (IPV) into routine immunization programmes in all countries by the end of
2015.
The Endgame Plan requires the removal of all OPVs in the long term, beginning with a switch from trivalent OPV
(tOPV) to bivalent OPV (bOPV), removing the type 2 component (OPV2) from immunization programmes. After all wild
polioviruses have been fully eradicated, then all OPVs will be withdrawn.
The current target date for the switch to bOPV is April
2016, during the ‘low’ season for poliovirus
transmission in many countries with endemic polio or
recent polio cases.
The rationale for OPV withdrawal
2014-2015
April 2016
Introduce
IPV
Replace
tOPV with
bOPV
2019-2020
Withdraw
OPV
Ongoing routine immunization strengthening
Currently, 145 countries use tOPV to vaccinate children against polio in their routine immunization programmes. tOPV
contains all three poliovirus serotypes (1, 2 and 3), and the use of this vaccine has led to the eradication of wild
poliovirus type 2 (WPV2), with the last case occurring in 1999. The last detected case of WPV3 was in 2012.
Furthermore, four of the six WHO regions have been certified as polio-free.
Even as the remaining strains of wild poliovirus are being eradicated, the switch from tOPV to bOPV will be a major
step to combat cVDPV and VAPP. Over 90% of cVDPV cases, and approximately 40% of VAPP cases, are due to the type
2 component of tOPV. The type 2 component of tOPV also interferes with the immune response to poliovirus types 1
and 3.
Given the risk the type 2 component of tOPV poses to a world free of WPV2, tOPV will be replaced in routine
programmes and supplementary immunization activities (SIAs) by bOPV. bOPV contains type 1 and 3 serotypes only, to
help stop transmission of WPV1 and 3, and to reduce the risk of VAPP and cVDPVs.
The introduction of IPV will help to reduce risks associated with the withdrawal of OPV type 2, facilitate interruption of
transmission with the use of monovalent OPV type 2 in the case of outbreaks, and hasten eradication by boosting
immunity to poliovirus types 1 and 3.
31
Preparing for the switch
The primary risk associated with the cessation of use of type 2 OPV is the re-introduction of disease-causing type 2
poliovirus into a population with increasing susceptibility to type 2 poliovirus. The switch from tOPV to bOPV must
therefore be globally synchronized to minimize the risk of new cVDPV type 2 emergence.
As soon as possible, countries are advised to develop operational plans for implementing the switch, involving all
relevant national entities (for example, the Inter-agency Coordination Committee).
Early preparation of national plans will help establish clear timelines for:
 Vaccine supply planning, including close ongoing management
and monitoring of tOPV inventories and requirements up to
April 2016
 Calculating projections of bOPV needs
 Procuring bOPV (for self-procuring countries)
 Planning and budgeting the collection, transport, storage, and
proper disposal of tOPV once withdrawn from the cold chain
 Training health workers on the rationale and process of the
switch
 Communicating with local experts and other stakeholders
Registration of bOPV for routine use
Currently, bOPV is only licensed for use in supplementary immunization
activities. Based on clinical data, the labelling of bOPV is expected to be
revised by mid-2015 to enable use of this vaccine in routine
immunization. While formal licensing and national registration
procedures are underway, countries will be encouraged to accept the
use of this vaccine on the basis of WHO prequalification.
Planning for a final procurement of tOPV
Countries should plan their forecasts and procurement in a way that
aims to minimize any residual tOPV stocks on hand by April 2016, while
avoiding stock-outs prior to the switch. Minimal tOPV stocks will reduce
the costs and logistics of disposal of all remaining unused tOPV after the
switch.
KEY DATES
March 2015
National authorities begin
operational planning.
May 2015
The World Health Assembly
considers a resolution on the switch.
September 2015
National plans are finalized.
October 2015
SAGE will assess the epidemiology of
persistent type 2 cVDPVs as part of a
readiness review.
April 2016
Expected date for switch from tOPV
to bOPV.
April and May 2016
Validation of the removal of all tOPV
from the cold chain.
From May 2016
tOPV will no longer be used
globally, neither in routine
immunization, nor in SIAs.
For countries procuring through UNICEF or PAHO Revolving Fund, close
coordination and sharing of stock levels with UNICEF and PAHO country
offices is critical to minimizing excess stocks of tOPV remaining in April 2016. For self-procuring countries, forecasts
should be shared and jointly reviewed with vaccine suppliers to help facilitate the timely procurement of appropriate
amounts of tOPV and bOPV for the transition. WHO and UNICEF will be available to facilitate this process as required.
Technical assistance and guidance on aspects such as operational planning, stock management, and communications will
be shared in due course.
32
Annex 3: Sample key messages for health staff
The success of the switch will largely depend on the understanding health staff at various levels has concerning the
event and the crucial role they play in it.
It is therefore of the uttermost importance that the MOH issues a memo or brief guideline to all health professionals
(including the private sector) in which the following key messages appear:

Within the context of the Global Polio Eradication Initiative, the World Health Assembly has issued a resolution
stipulating that all tOPV (containing types 1, 2 and 3) used for routine immunization or SIA should be replaced
by bOPV (types 1 and 3).

This event is called the switch. It is a global event, which in our country will take place {insert National Switch
Date}. This means that beginning on that date, no more tOPV will be used anywhere and for any progamme,
neither private nor public, in the country.

Distribution of bOPV will begin 2-4 weeks prior to the switch. You will be informed when you will be supplied.

On switch day you will:
o
Stop using tOPV and start using bOPV instead;
o
Take all tOPV out of the cold chain;
o
Mark all tOPV with the stickers supplied with for that purpose.

All tOPV will be removed from the cold chain and safely disposed of in approved disposal sites. You will be
given separate guidance on how to dispose of tOPV.

It is strictly prohibited to immunize children with tOPV on or after switch day in any circumstance, whether it
is to finish remaining stocks or because you were not supplied with bOPV.

Independent Switch Monitors will visit all health structures with potential stocks of tOPV for routine or SIA to
verify the absence of tOPV stocks. If 2 weeks after the switch you still have tOPV and/or you were not visited by
a Switch Monitor, you must inform your superior immediately.
33
Annex 4: Sample validation forms for tOPV
Form 1: Sample Independent Monitoring Data Collection Tool
Date of Monitoring: ____________________
Name of Monitor:
_____________________________
Level of cold chain: Primary: _____ Sub-National (Regional/Provincial): _______ Lowest distribution level (District): ______ Service Delivery Point (Fixed site): ________
Name of administrative level: ____________________________
Store Location
or Name
tOPV in
cold chain
(Yes = 1
No = 0)
tOPV out
of cold
chain
without
label “Do
not use”
(Yes = 1
No = 0)
bOPV
in
cold
chain
(Yes =
1
No =
0)
IPV in
cold
chain
(Yes = 1
No = 0)
# vials
disposed
or
pending
disposal
at time of
monitorin
g
# vials
destroyed
at service
point by
report
date
Disposal
method
(Multiple
codes
okay)*
A
B
C
D
E
F
G
H
Corrective
actions**
(Multiple
codes okay)
Status
(ongoing
or
complete
d
Due
date, if
ongoing
I
J
K
1
2
3
4
5
6
7
8
9
10
TOTAL # stores
*Codes for disposal method: (1): Autoclave (2): Boiling (3): Incineration (4): Encapsulation (5): Burial (6): Burning (7): Other
**Codes for corrective action: (1): tOPV withdrawn (2): Onsite re-training (3): Officials at higher administrative level notified (4): Other (please specify)
41
Draft National Switch Data Aggregation Tool & Report_11 Feb 2016
Form 2: Sample NATIONAL Switch Validation Data Aggregation Tool


SECTION 1 – Vaccine Stores
Table 1: Aggregate INDEPENDENT MONITORING data for vaccine stores to lowest distribution level (excluding service points)
Vaccine Stores
Monitored
Indicators
tOPV in
cold chain
Total #
stores
Administrative Level

A
B
#
stores
C
%
#
store
s
D
E
tOPV out
of cold
chain
without
label “Do
not use”
%*
#
stores
F
G
bOPV
available
%
#
stores
H
I
IPV
available
%*
#
stores
J
K
Disposal of tOPV
%*
# vials
withdrawn for
disposal by
report date
Disposal method
(Multiple codes
okay)**
L
M
N
Primary (National)
Sub-National
(Regional or
Provincial)
Lowest distribution
level (District)
*denotes percent of monitored stores
**Codes for disposal method: (1): Autoclave (2): Boiling (3): Incineration (4): Encapsulation (5): Burial (6): Burning (7): Other
Table 2: Corrective action (to the lowest distribution level, excluding service points) If tOPV is found in the cold chain or outside it without labeling
Level of cold store
Location of cold store
Corrective actions implemented*** (Multiple codes okay)
Status (ongoing or
completed)
Due date, if ongoing
1
2
3
4
5
1.
2.
3.
4.
5.
6.
***Codes for corrective action: (1): tOPV withdrawn (2): Onsite re-training (3): Officials at higher administrative level notified (4): Other (please specify)
42
Draft National Switch Data Aggregation Tool & Report_11 Feb 2016
SECTION 2 – Service Delivery Points (ie, health centers with fixed vaccination services):

Table 3: Aggregate INDEPENDENT MONITORING data for service delivery points by region (or district if desired by country)
Indicators 
# Monitored
tOPV in
cold chain
Total #
Region

A
B
#
points
C
%
#
points
D
E
tOPV out
of cold
chain
without
label “Do
not use”
%*
#
point
s
F
G
bOPV in
cold chain
%
#
point
s
H
I
IPV
in cold
chain
Disposal of tOPV
%*
#
point
s
%
*
# vials
withdrawn for
disposal by
report date
# vials destroyed
at service point
by report date
J
K
L
M
N
Region 1
Region 2
Region 3
*denotes percent of monitored stores
Table 4: If tOPV sweep is required in district, list corrective action:
District
Number of service
points swept
Corrective actions implemented**
Status (ongoing or
completed)
Due date, if ongoing
B
B
C
D
E
1.
2.
3.
4.
5.
6.
7.
8.
**Codes for corrective action: (1): tOPV collected from all facilities (2): Onsite retraining at sites with tOPV in cold-chain or unlabeled for destruction (3): Officials at higher
administrative level notified (4): Other (please specify)
43
Form 3: NATIONAL VALIDATION REPORT: Switch from tOPV to bOPV
Action: Complete form and submit to WHO Country Office
Responsible authority: Ministry of Health supported by National Switch Validation Committee
Reporting deadline: 2 weeks after National switch date or latest 15 May 2016
Country:
Date of Switch:
Table 1: For each indicator identified below, check Yes or No. Please insert comments as appropriate:
Indicators
A
B
Yes
No
Comments
Switch has been validated* by country
If Yes, report date;
If No, report additional corrective action
needed & expected date of validation**
C
Independent monitoring used for Switch
D
Switch will continue to be monitored through
routine EPI reporting
E
Switch Validation Committee reviewed
validation data
*Defined as 0% detection of tOPV in cold chain or outside without appropriate label
**Codes for corrective action (multiple may be listed): (1) Region sweep (2) District(s) sweep (3) Re -training (4) Request
for additional data (5) Other (please specify)
Table 2: For each cold chain level, report aggregate INDEPENDENT national monitoring data on tOPV and bOPV after National
Switch Day.
Indicators 
Site monitoring
Administrative Level

Total
# Monitored
%
A
B
C
D
tOPV in cold
chain or
outside
without
proper label
bOPV
at site
IPV
at
site***
%*
%*
%*
E
F
G
Excess # tOPV
vials disposed
or needing
disposal (at
time of report)
H
Primary (National)
Sub-National (Regional or
Provincial)
Lowest distribution level
(District)
Service delivery point
(fixed vaccination services)
***If IPV has been introduced
*Denotes percent of monitored sites
National Switch Validation Committee Chairperson
or designee (Name, signature, & date)
Minister of Health or government designee (Name,
signature, & date)
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
Instruction Sheet: National Switch Data Aggregation Form & Validation Report
“Validation” of the Switch: Two forms are used to aggregate and report independent monitoring data
collected within 2 weeks of the National Switch date and validation of the switch. The primary data indicators
for validating the switch are 0% detection of tOPV in the cold chain or outside cold chain without appropriate
label (fore example, “Do not use/Destroy”) at any level of monitored stores (as recommended in the WHO
Monitoring Guidelines). If problems with the switch are detected, corrective action should be taken by the
government.
In addition, the monitoring and validation process is also an opportunity to ensure bOPV and IPV availability
(if introduced). It is important to note that disposal is not expected to be complete before validation but
receiving available data at the time of report is still useful.

 Form 1: Independent Monitoring Data Collection Tool: to be completed by independent monitors and
submitted to reporting official at the administrative level on a daily basis
 Form 2: National Switch Data Aggregation Tool: to be completed by National authorities after
independent monitoring at subnational levels. Data form should be submitted for review by the
National Switch Validation Committee (NSVC) or National Certification Committee (NCC) or other
designated Committee
 Form 3: National Switch Validation Report: After review by the NVSC or NCC of Form 2, this form
should be completed by the National authorities and signed by the designated government authority.
Government should submit form to WHO Country Office.
Responsible Authority: National Government
Action: Complete the two attached forms within 2 weeks of the National Switch Date, starting with Forms 1
and 2 which will inform Form 3.
Forms 1 & 2: Independent
Monitoring Data Collection &
National Aggregation Tool
Purpose: National EPI Program to aggregate
data on Switch monitoring indicators submitted
by subnational levels. Note: Subnational levels
Form 3: National Switch
Validation Report
Purpose: To summarize findings of Switch
Validation review by NSVC/NCC and MOH
may modify the form for their own use.
Action: Submit aggregation forms to
NSVC/NCC within 1-2 weeks of the National
Switch Date.
Action: Complete after NSCV/NCC review,
obtain relevant signatures, and submit to WHO
Country Office within 2 weeks of National
Switch Date (or latest by 15 May 2016)
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
Instructions for FORM 1 – Independent Monitoring Data Collection Tool: NOTE: These forms are intended
to be used by the Independent Monitors. Complete separate form for each administrative level (primary,
subnational, district, and service delivery points with fixed vaccination services).
Complete a separate table for each administrative level being monitored. List:
-Date of monitoring
-Name of monitor
-Select level of cold chain: Primary (National; Sub-National (Regional or Provincial); Lowest distribution level (District);
or Service delivery point (Health post with fixed vaccination services)
-List name or location of the administrative level: (eg, State Name, District Name)
 Column A: Location or Name of the cold store or service delivery point
 Column B: Is tOPV found in the cold chain? Yes = 1; No = 0
 Column C: Is with tOPV outside cold chain, not properly packed in plastic bag or container labeled (eg, “Do not
use/Destroy”)? Yes = 1; No = 0
 Column D: Is bOPV found in the cold chain? Yes = 1; No = 0
 Column E: Is IPV found in the cold chain? Yes = 1; No = 0
 Column F: Total number of tOPV vials disposed or pending disposal at that level, by monitoring date. For service
deliver points, this may be the number of tOPV vials returned (or planned) for destruction either to district cold chain
store or to off-site waste management facility. The best estimate for this is likely the excess tOPV withdrawn based
on the stock ledger. NOTE: To avoid double counting, do not include tOPV vials sent in to this level after the Switch
Date from other levels for disposal.
 Column G: Number of tOPV vials that were destroyed on-site by report date, if any.
 Column H: Enter methods used for tOPV disposal using the codes provided, multiple methods can be recorded.
 Column I: List the corrective actions implemented**, in any, using provided codes.
 Column J: List the status of the corrective action as ongoing or completed
 Column K: If corrective action is ongoing, list anticipated due date of completion.
Tally the totals for Columns B-G.
Submit these forms on a daily basis to the reporting official for the administrative level being monitored.
** Note: According to the WHO Monitoring Guidelines:
1) Cold stores from National to the Lowest Distribution Level (District): 100% of the cold stores should be
independently monitored. Corrective action should be taken for any tOPV in the cold chain or not properly
packed in plastic bag or container labeled (eg, “Do not use/Destroy”). tOPV should be withdrawn from the cold
chain and reported to the administrative official.
2) Service Delivery Points: Use the risk-based purposive sampling to monitor selected service delivery points or
health posts with fixed vaccination services. If tOPV is found in the cold chain of the initial 10% of the selected
monitoring sites and again in the subsequently selected 5% of the sites, then sweep (tOPV monitoring) of all
service delivery points in the district is required in coordination with the administrative official for the district.
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
Instructions for FORM 2 -- National Switch Aggregation Tool: NOTE: These forms are intended to be used by the
NATIONAL AUTHORITIES, using data from independent monitoring (Form 1), and may be modified for each
administrative level (subnational and district) as deemed appropriate
Step 1: Complete Section 1, Table 1: Aggregate INDEPENDENT MONITORING data for vaccine stores to lowest
distribution level (excluding service points)














Column A: Type of vaccine store, if the country have more that 3 levels of vaccine store then add more lines
Column B: Total number of stores by level in the country
Column C: Number of stores independently monitored
Column D: Percent of stores independently monitored: (C/B)*100
Column E: Number of stores with tOPV in cold chain
Column F: Of those monitored, % of stores with tOPV in cold chain: (E/B)*100
Column G: Number of stores with tOPV outside cold chain, not properly packed in plastic bag or container labeled
(eg, “Do not use/Destroy”)
Column H: Of those monitored, % of stores with tOPV outside cold chain not packed without label: (G/B)*100
Column I: Number of stores with bOPV in cold chain among those monitored
Column J: Of those monitored, percent of stores with bOPV: (I/B)*100
Column K: Number of stores with IPV in cold chain (if IPV has been introduced in the country)
Column L: Of those monitored, percent of stores with IPV among those monitored: (K/B)*100
Column M: Total number of tOPV vials disposed or pending disposal at that level, by report date. The best estimate
for this is likely the excess tOPV withdrawn based on the stock ledger. NOTE: To avoid double counting, do not
include tOPV vials sent in to this level after the Switch Date from other levels for disposal.
Column N: List all methods of disposal used by this level for tOPV destruction using provided codes. Multiple codes
may be selected. If other, please specify.
Step 2: Complete Section 1, Table 2 -- Corrective Action: For corrective action taken at stores in each level, list the
level of cold chain, location of the cold chain and the corrective actions implemented using provided codes. List the
status of the corrective action (ongoing or completed) and if ongoing, due date of completion.
Step 3: Complete Section 2, Table 3 Aggregate INDEPENDENT MONITORING (WHO Monitoring Guidelines)
and DISPOSAL data for service delivery facilities with fixed vaccination services, by Region














Column A: Region or Province name (if desired by country, these may be aggregated by District)
Column B: Total number of total Service delivery facilities in country
Column C: Number of service delivery facilities that were independently monitored
Column D: Percent of independently monitored service delivery facilities: (C/B)*100
Column E: Number of sites with tOPV in cold chain
Column F: Of those monitored, percent with tOPV in cold chain: (E/B)*100
Column G: Number of sites with tOPV outside cold chain, without proper label
Column H: Of those monitored, percent with tOPV outside cold chain without proper label: (G/B)*100
Column I: Number of sites with bOPV in cold chain
Column J: Of those monitored, percent with bOPV in cold chain: (I/B)*100
Column K: Number of sites with IPV in cold chain (if IPV has been introduced in country)
Column L: Of those monitored, percent with IPV in cold chain: (K/B)*100
Column M: Number of tOPV vials returned (or planned) for destruction either to district cold chain store or to off-site
waste management facility. Best estimate for this may be excess tOPV based on stock ledger
Column N: Number of tOPV vials that were destroyed on-site by the service delivery facility by report date
Step 4: Complete Section 2, Table 4: For corrective action taken at the service delivery level, list all districts that
required sweep of tOPV according to the independent monitoring guidelines (eg, tOPV was found in the initial 10% of the
selected monitoring sites and again in the subsequently selected 5% of the sites). For each sweep, list the district,
44
Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
number of service points swept, and corrective actions implemented. Note: the form may be modified at district level to
list the individual service points that had tOPV in the cold chain.
Instructions for FORM 3 – National Switch Validation Report



Responsible Authority: After review by NSVC/NCC of Form 2, Ministry of Health will complete this
form and obtain the appropriate signatures from the Government designee and Chairperson of the
NSCV/NCC
Outcome of this report: is to Validate that tOPV is appropriately removed from the cold chain in the
National EPI Program; secondary objective is to ensure bOPV is available at all levels.
Reporting deadline: is within 2 weeks of the National Switch Date or latest 15 May 2016
Step 1: Complete Table 1: Check ‘Yes’ or ‘No’ for each indicator for the National Validation of the Switch.
Insert comments as appropriate.
 Row A: Select if Switch has been validated by country after review by the NSVC/NCC or other
designated Committee. The primary data indicators for validating the switch includes 0%
detection of tOPV in the cold chain or outside cold chain without appropriate label (for example,
“Do not use/Destroy”) at any level (as recommended in the WHO Monitoring Guidelines) with the
locally implemented corrective action if necessary.
 Row B. If switch is validated, provide date of validation; if not validated, list planned corrective
actions using provided codes and expected date of validation by country. Examples of corrective
actions may include additional sweep of district(s) or region(s), or request for collection of
additional data.
 Row C: State if independent monitoring was used to validate the switch.
 Row D: State whether the switch indicators will continue to be monitored through ongoing routine
EPI reporting and supportive supervision. Examples may include: adding switch indicators to the
monthly reports from health facilities to districts, and from districts to the next administrative
level, as well as ensuring that supervisors and managers are monitoring for tOPV absence and
availability of bOPV and IPV when assessing health facility’s information system.
 Row E: Select if the NSVC, NCC, or other designated committee reviewed switch validation data
Step 2: Complete Table 2: Summarize the aggregated national data on tOPV using Form 1 (National Switch
Data Aggregation Tool) and accompanying instructions.








Column A: Administrative level for vaccine stores and service delivery points
Column B: Total number of sites (vaccine stores and service delivery points) at each administrative level in country
Column C: Number of sites (vaccine stores and service delivery points) that were independently monitored
Column D: Percent of independently monitored sites: (C/B)*100
Column E: Of those monitored, percent of sites with tOPV in cold chain or without proper label: (E/C)*100
Column F: Of those monitored, percent of sites with bOPV: (F/C)*100
Column G: Of those monitored, percent of sites with IPV: (G/C)*100
Column H: Of those sites monitored, total number of vials of tOPV disposed or needing to be disposed
Step 3: Obtain signatures from Chairperson of the NSVC/NCC (or designated committee) and the MOH
designee who affirms National validation of the switch
Step 4: Submit form electronically to the WHO Country Office.
[Print these instructions on the backside of each accompanying form]
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
Annex 5: Template and chronogram for developing a national switch plan
This generic template is to guide countries in developing a practical national plan for the tOPV-bOPV Switch. It
is intended to provide suggestions for key areas to be considered, and as such, may be missing some items
relevant to a particular country, or equally may contain some items that are not relevant.
Executive summary of the National Switch plan







Summary of the switch activities
Date selected for the National Switch Day
Overview of national coordination mechanism to ensure a successful switch
Overview of monitoring and supervision mechanism
Overview of validation mechanism
Current procurement process (UNICEF or self-procuring)
Budget and funding sources
1. Management, coordination and validation mechanisms
1.1. National management/coordination mechanism to ensure a successful switch





Describe the national and sub-national level management structure and process to oversee and
implement the switch, including any national and sub-national switch committees and/or
subcommittees.
Provide an organizational chart with roles and responsibilities for:
o National and sub-national Switch Committees
o Interagency Coordination Committees
o Switch Support Teams
Outline reporting and information flows and frequency
Provide a workplan and timeline
o Select the National Switch Day
o Include the timeline/date for the withdrawal of tOPV and delivery of bOPV at each
distribution level
Explain how the switch activities are synergized with other planned public health and
immunization activities, including new vaccine introductions.
1.2. Validation mechanism



A description of the validation of tOPV withdrawal from routine immunization system including from
the stores at the national and sub-national levels; All tOPVs are recalled including unopened intact
vials, expired vials, partially used and empty vials; validate that no tOPV is left out or stored in a cold
chain for use at any level; validate through review reports from programme/administrative reports,
switch monitors reports, independent survey reports, etc.
Describe the validation structure and process.
Develop an organizational chart with roles and responsibilities and reporting structures of the:
46
Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
o
o
o
Independent National Validation Committee (can be the existing National Certification
Committee for Polio Eradication (NCCPE) where it already exists or form a new committee of
independent experts where it doesn’t). Should report to the Regional Validation Committee
or the existing Regional Certification Commission for Polio Eradication (RCCPE).
Switch Monitors (can be at different levels and composed of individual experts from partners,
members of the pediatric association and other medical professional bodies, members of the
national task force for laboratory containment for polioviruses, members of the national
Expert Review Committee for Polio Eradication, former EPI managers, former EPI cold chain
managers, former EPI cold chain engineers, faculty from public health schools/universities,
representatives of private clinics, hospitals, laboratories, pharmacies, former SIA monitors
and SIA monitor supervisors, etc.). Switch monitors may report back to the National Switch
Committee.
Develop a workplan and timeline for monitoring and validation activities.
2. Budget
Summarize the budget and financing of the national switch. A template is provided in Annex 6.
3. Supply Analysis and Procurement Plan
3.1. tOPV supply analysis




Indicate current tOPV supply mechanism (e.g., through UNICEF or self-procuring, identity of
suppliers).
Provide current tOPV stocks by primary, sub-national, and lowest distribution levels.
Indicate whether an initial tOPV inventory has been completed or timeline for completion. Include
private sector in supply analysis.
Provide overview of current tOPV ordering and delivery schedules.
3.2. bOPV licensure and procurement




State whether national vaccine licensure will be needed for bOPV for use in routine immunization,
in addition to WHO prequalification, and if so, describe the procedure and its duration. State
whether the country plans to accept the Expedited Procedure for national registration of WHOprequalified vaccines.
Provide the actual licensure status of the bOPV that will be used.
Indicate whether specific requirements apply with reference to local customs regulations,
requirements for pre-delivery inspection, special documentation requirements that may
potentially cause delays in receiving the vaccine. If such delays are anticipated, explain what steps
are planned to handle these.
Indicate the quantity of bOPV that will be required and whether procurement will take place
through UNICEF or directly with suppliers.
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
4. Implementation preparation
4.1. Learning from past vaccine switches
Indicate whether country has done a vaccine switch before and, if so, include any lessons learned.
4.2. Logistics




Overview of cold chain capacity at district (3rd administrative level), provincial/regional (2nd
administrative level) and central levels (national level).
o Describe adequacy of storage and distribution capacity for tOPV and bOPV at each level of
the cold chain, taking into account other planned vaccine introductions. Take into account
the period during which both tOPV and bOPV will be stored simultaneously at national and
some sub-national levels.
o Where capacity is deficient, provide a plan to address.
o Identify private sector facilities for vaccine storage.
Provide a description of the transport system available for withdrawal of tOPV from public and
private sectors.
Describe transport system for delivery of bOPV to the periphery. Please address whether the
frequency of deliveries needs to be increased or type of vehicle and vaccine carrier must be
changed, and if so, whether there are sufficient funds, e.g. for vehicles, drivers, fuel, and per
diem for distribution of the new vaccine at all levels.
tOPV disposal:
o Describe existing biological waste management processes and facilities at all levels.
o Develop a plan for disposal of tOPV after withdrawal (follow the national guidelines for
unused vaccine vials and empty vial disposal)
4.3. Updating information systems
Review current recording of polio vaccination/vaccination card/health card and indicate whether cards will
need to be updated. If cards currently refer to OPV, updating may not be required.
4.4. Communication materials and dissemination, partner and stakeholder engagement




Develop a communications plan.
Describe plans to sensitize political and opinion leaders at national, regional, and district levels on
the switch, benefits to the population, and contribution to the Polio Endgame Strategy.
Describe plans for addressing potential issues, including an outlined process for determining what
constitutes an issue, who can respond to inquiries, particularly from the media, training
spokespeople and identifying a point person to handle communication issues.
Identify monitoring mechanism for communication activities.
4.5. Health worker training and supervision

Describe how human resources will be trained for smooth implementation of tOPV withdrawal and
bOPV introduction across all sectors of the immunization programme (e.g. for vaccine storage and
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016



management, in-country distribution, supervision, delivery both for public and private sectors,
NGOs involved in routine immunization, etc.)
Consider whether or not health workers have previous, recent experience with vaccine recalls. If
so, use that experience in developing switch-related materials.
Describe how health workers will be oriented about the switch and use of bOPV instead of tOPV,
especially ensuring no use of tOPV after the switch date as well as the process for disposal of tOPV.
Outline any plans for increased supervision activities before, during and after the switch day.
4.6. Monitoring
Explain how all aspects of the switch will be monitored:





Preparedness
Implementation of switch
Withdrawal and disposal of tOPV
Reporting mechanisms
Identify whether any additional staff will be recruited for these monitoring activities.
4.7. Risk identification and mitigation


Identify risks and challenges to the switch, e.g. financial and programmatic (including those issues
identified in previous vaccine switches) and outline the plans to address them.
Mention whether a switch control room will be established at national and sub-national level for
close supportive supervision and crisis management.
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
Chronogram example for switch planning
Table: Indicative timeline used to visualize and track a number of tasks, milestones, deadlines, persons or agencies responsible.
National
Logistics
Milestone
Regional
National
National
Logistics
Funding
Management
Milestone
National
National
1 Apr 8 Apr 15 Apr 22 Apr 29 Apr
Apr 15
Develop a procurement plan
Jun 15
First tOPV stock inventory
1
Jun 15
Country budget proposal submitted
1
Jun 15
Conduct ICC to oversee all activities relating to The Switch
1
Management
Training
Jun 15
Establish an operations room for coordination, information and communication
1
Oct 15
Development of appropriate training materials for The Switch
National
National
National
Logistics
Management
Logistics
Jul 15
Order to cover use tOPV needs from Sept. 15 till Feb. 16
1
Milestone
Jul 15
National switch plan is developed and endorsed
1
Milestone
Jul 15
bOPV is licensed and registered with NRA
1
Regional
global
Training
Management
Oct 15
Conduct workshops on The Switch
Milestone
Sep 15
Positive Switch decision by SAGE
1
National
National
National
Funding
Management
Management
Milestone
Sep 15
Country budget proposal accepted
1
Oct 15
ICC meeting with regional (health) authorities to explain The Switch
1
Oct 15
Establish a Switch Support Team (SST)
1
National
Management
Oct 15
Forms and software affected by The Switch are listed
1
National
Training
Oct 15
Train SST
1
National
Training
Oct 15
Develop training material for health staff
1
Regional
District
Management
Logistics
Oct 15
Meeting with health staff and authorities to explain The Switch.
1
Oct 15
Ensure districts storage capacity is sufficient
1
Regional
National
Logistics
Logistics
Nov 15
Second tOPV stock inventories
1
Nov 15
Develop a recall plan for tOPV (including private sector if applicable)
1
Regional
District
Logistics
Logistics
Dec 15
Place bOPV order for the first 3 months after The Switch.
Dec 15
Place tOPV order for the period until the switch
National
Management
Dec 15
Printing of new stationary, adapted to the use of bOPV
National
National
Management
Monitoring
Dec 15
Design of simple "tOPV, do not use" sticker
1
Dec 15
Develop monitoring plan
1
District
National
National
Funding
Logistics
Monitoring
Milestone
Feb 16
Funds arrive at regional level
1
Feb 16
Develop distribution plan for bOPV
1
Mar 16
Select and train Switch Monitors
1
National
National
Logistics
Logistics
Milestone
Mar 16
All vaccine delivered at national level
1
Mar 16
Inform regions and districts of the nearest disposal sites
1
District
District
District
Logistics
Training
Logistics
District
Milestone
Milestone
Milestone
1
1
1
1
1
1
1
1/04/2016
Distribution of bOPV and tOPV to the regions
1
1/04/2016
Training medical staff
1
8/04/2016
Districts received OPV and stationary
1
Logistics
8/04/2016
Confirm disposal sites are ready.
1
Service point
Logistics
15/04/2016
District
Logistics
22/04/2016
Return all tOPV to the nearest agreed disposal site
1
Service point
Service point
Logistics
Logistics
22/04/2016
Final inventory for tOPV
1
22/04/2016
Mark all tOPV with stickers and remove from cold chain
1
1
Service point
Service point
Logistics
Monitoring
22/04/2016
Return all tOPV to the district
1
1
22/04/2016
Switch monitors assist and check recall of routine tOPV
1
1
National
National
Monitoring
Management
29/04/2016
Compile reports from Switch Monitors
Milestone
May 16
May 16
Mar 16
Feb 16
Jan 16
Dec 15
Activity
Nov 15
Month /
week
Oct 15
Status
Sep 16
End
date
Aug 15
Start
date
Jul 15
In charge
Jun 15
Categories Milestone
Apr 15
Level
May 15
An Excel version of this chronogram is available: www.who.int/immunization/diseases/poliomyelitis/endgame_objective2/oral_polio_vaccine/implementation/en/
The Switch
1
1
Produce the statement confirming the absence of tOPV
1
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Draft National Switch Data Aggregation Tool & Report_29 Jan 2016
National
National
National
National
Logistics
Funding
Management
Logistics
Milestone
Apr 15
Develop a procurement plan
Milestone
Jun 15
Country budget proposal submitted
Milestone
Jul 15
National switch plan is developed and endorsed
1
Milestone
Jul 15
bOPV is licensed and registered with NRA
1
global
National
National
Regional
Management
Funding
Management
Logistics
Milestone
Sep 15
Positive Switch decision by SAGE
1
Milestone
Sep 15
Country budget proposal accepted
1
Milestone
Oct 15
Establish a Switch Support Team (SST)
Milestone
Nov 15
Second tOPV stock inventories
1
National
District
National
District
Management
Funding
Logistics
Logistics
Milestone
Dec 15
Printing of new stationary, adapted to the use of bOPV
1
Milestone
Feb 16
Funds arrive at regional level
Milestone
Mar 16
All vaccine delivered at national level
Milestone
8/04/2016
Districts received OPV and stationary
1 Apr 8 Apr 15 Apr 22 Apr 29 Apr
1
1
1
1
1
1
1
47
May 16
Mar 16
Feb 16
Jan 16
Dec 15
Activity
Nov 15
Month /
week
Oct 15
Status
Sep 16
End
date
Aug 15
Start
date
Jul 15
In charge
Jun 15
Categories Milestone
Apr 15
Level
May 15
Table: Key milestones as listed in the timeline
Annex 6: Budget template for the national plan
Table: Sample budget for non-vaccine costs associated with the switch.
Total Budget
WHO
Amount by funding source
UNICEF
Govt.
Other
Document production
Human resources
Immunisation session supplies
Logistics
Planning and preparations
Communications and stakeholder
engagement
Training and meetings
Transport for implementation
and supervision
Waste management
Additional items (specify)
Miscellaneous
Contingency
Grand total
48